+41,298.9%
SBUX vs LOW
+24,738.8%
+16,560.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.7% |
| 7D | -3.9% | +0.4% | -4.3% | -4.0% |
| 30D | -2.8% | -10.1% | +7.3% | +1.2% |
| 3M | +8.2% | -2.9% | +11.1% | +9.0% |
| 6M | +4.3% | -19.4% | +23.7% | +12.7% |
| YTD | +23.3% | -15.4% | +38.8% | +30.5% |
| 1Y | +24.3% | -24.9% | +49.2% | +37.6% |
| 3Y | +15.5% | -7.8% | +23.3% | +16.7% |
| 5Y | -2.7% | +8.4% | -11.1% | -8.8% |
| 10Y | +128.8% | +226.8% | -98.0% | +32.8% |
| All | +41,298.9% | +24,738.8% | +16,560.1% | +6,360.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling